CFA Institute

JANUARY 13, 2023

After a down year for financial markets, investors’ priorities have naturally shifted from growing their assets to preserving their wealth. While risk management may be the key component of wealth preservation, what often gets overlooked is how much smart tax planning can do to help clients retain more of their wealth.

Tax Planning 81

Tax Planning Planning Risk Management Marketing 81

Spreadym

APRIL 27, 2023

Tax planning: Some financial analysis and planning software includes tax planning tools that help users forecast and minimize tax liabilities and maximize tax deductions. It useful when company have to report financial results by national and international rules.

Financial Analysis 52

Financial Analysis Tax Planning Budgeting Forecasting 52

Spreadym

NOVEMBER 3, 2023

Debt Management: If you have debt, like credit card debt or student loans, develop a plan to manage and pay down your liabilities efficiently. Risk Management: Assess your insurance needs, including health, life, disability, and property insurance, to protect against unexpected events that could impact your financial well-being.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

Barry Ritholtz

OCTOBER 19, 2022

RITHOLTZ: You’re in the middle of a 18-year or so giant 1,000% bull market. You know, when you really hammer home to what you can control as an investor costs, it finally started to catch on with people like, “Hey, I can get low cost through indexing and get the market return,” which by the way, over time, is pretty darn good returns.

Investments 112

Investments Profit and Loss Education Advertising 112

CFO News Room

NOVEMBER 21, 2022

How confident are they that no year-end-tax-planning opportunities were missed across their entire client base? Which is why we make sure to discuss this with them, year in and year out, regardless of the market environment. Or whether all Roth and backdoor Roth contributions were made by eligible clients?

Planning 130

Planning Concentration Communication Tax Planning 130

Barry Ritholtz

AUGUST 15, 2023

I didn’t know a whole lot about markets or stocks. ” But I really had an interest in trying to work directly in markets. So I worked at a private equity firm, that middle market private equity firm Yale had money with. SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

CFO News Room

NOVEMBER 22, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? ” Matthew: It’s very risk management based. Matthew: So, in general, let’s say, the Russia-Ukraine war is happening and the market drops 15%. Do we need to make moves?

Planning 130

Planning Communication Profit and Loss Education 130